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Northwest Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Northwest Financial Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,268
Closed -$504K – 116
2025
Q1 		$504K Buy
+6,268
New +$547K 0.42% 59
2024
Q4 		– Sell
-860
Closed -$71.3K – 482
2024
Q3 		$71.3K Buy
+860
New +$68.7K 0.06% 189
2024
Q1 		– Sell
-179
Closed -$11.7K – 460
2023
Q4 		$11.7K Buy
+179
New +$11K 0.01% 362

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northwest Financial Advisors's SPYG Position: Q2 2025 in Review

Northwest Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2025, closing a stake of 6,268 shares — an estimated $504K sold.

Northwest Financial Advisors first reported a position in SPYG in Q4 2023 and held it in 3 quarters. The position peaked at $504K in Q1 2025. 1,167 funds tracked by Wall St. Rank hold SPYG as of Q2 2025.

  • Northwest Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 6,268 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2025, an estimated $504K.
  • Northwest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 3 quarters.
  • Northwest Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $504K in Q1 2025.
  • 1,167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.